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Center for Corporate PhilanthropyValue, Select and Comprehensive Service Levels
Center for Corporate Philanthropy Clients Bank of America
Bragg Financial Advisors Inc.
BridgeBuilder
Carolina Panthers
Charlotte Chamber of Commerce
Crosland Group
Sterling Capital Management
Administrative Fees
First $100,000
Next $400,000
Next $500,000
Next $2 million
Next $2 million
Over $5 million
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1.50%
1.25%
1.00%
0.85%
0.65%
0.40%
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Opening minimum: $25,000
Minimum annual fee: $250
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The Foundation offers several distinct service levels based on average annual gift fund balance. With any Foundation For The Carolinas corporate gift fund, businesses can: Name the gift fund to distinguish your business or identify
charitable goals
Provide current or permanent support of favorite charities
Access the gift fund online to review fund balance, make grant
requests and review critical community needs
Receive prompt gift acknowledgement and grant processing
Obtain timely grant research and due diligence
Choose recognition or anonymity
Obtain spendable income calculations and distributions
(for endowed gift funds)
Value Plus Benefits $25,000+
Choose from investment options, including the opportunity to earn
premium money market rates on gift fund balance
Recommend unlimited grant distributions of $250 or more
Receive quarterly financial statements
Recommend multiple advisors to your gift fund
Select Benefits $100,000+
Receive personalized service from the Foundation’s client
services team
Choose from expanded investment options
Learn about philanthropy via informative seminars and workshops
Participate in group site visits to local and regional charities
Attend special networking events with other Foundation supporters
Comprehensive Benefits $500,000+
Work with a dedicated Foundation client service representative
Choose from a wide array of investment options
Receive annual gift planning and/or gift fund management consultation
Recommend your company’s financial advisor to invest gift fund ($1 million fund minimum)
Customize grant programs
Take advantage of specialized research on topics of interest
Make targeted site visits to local and regional charities
Receive a comprehensive review of your giving and grant strategies
Custom products and services are available with a $2 million fund minimum. Click here for details on the Center for Corporate Philanthropy custom services.
Options for Giving
E | Endowed Gift Funds: permanent asset of the Foundation, principal is preserved, invested for long term; 5% annual payout | Q | Quasi-endowed Gift Funds: invested for long term, with entire balance available for distribution; 5% annual payout | N | Non-endowed Gift Funds: entire balance available for distribution, invested for the short term to provide liquidity |
| E Q N | Donor Advised Funds – Remain involved in recommending uses for the fund at times most convenient for you. | | E Q N | Designated Funds – Support the good work of virtually any nonprofit organization. | | E Q N | Field of Interest Funds – Target your gift to address needs in an important area of community life. | | E Q | Scholarship Funds – Invest in your community’s future and show students you care. | | E | Unrestricted Funds – Address a broad range of local needs for years to come. | | Supporting Foundations – An excellent alternative to a private foundation—with only a fraction of the administrative responsibilities. | | Corporate Foundation Services – Take advantage of our investment, accounting, grantmaking and administrative services. |
Click here to download the Center for Corporate Philanthropy information sheet for our value, select and comprehensive services.
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